How big is McKenna Lanier Group, Inc.'s plan?

McKenna Lanier Group, Inc.'s plan reported $237K in assets and 1 participants for 2024.

Original filing (PDF)20250715093049NAL0001895505001

McKenna Lanier Group, Inc.

Name: McKenna Lanier Group, Inc. — McKenna Lanier Group, Form 5500 (2024)
Creator: McKenna Lanier Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McKenna Lanier Group, Inc. Individual 401(k) Plan

401(k) retirement plan · McKenna Lanier Group, Inc.'s McKenna Lanier Group, Inc. Individual 401(k) Plan held $237K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$237K

Net assets (EOY)

$237K

Plan identifiers

McKenna Lanier Group, Inc.'s EIN is 46-3947781.

EIN 46-3947781

Plan number 001

Plan year 2024

ACK ID 20250715093049NAL0001895505001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McKenna Lanier Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McKenna Lanier Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

MCKENNA LANIER GROUP, INC.

EIN

all filings

Address

30475 DEL REY ROAD · TEMECULA, CA · 92591

Phone

(949) 701-1606

Industry

Professional & Technical Services

Plan administrator